Position in PHM
as of Jun 30, 2026
· filed Jul 20, 2026
Position Value
$44,181
+$6,429 QoQ
Shares Held
322
+0.3% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.11%
of 13F equity value
Holder Rank
#851
of 1,035 holders
Holding Since
Dec 2025
3 quarters on record
Voting authority
Sole 100%
Shared 0%
None 0%
Common Shares in PHM Over Time
Shares Held
Position Value (USD)
Position in Residential Construction
Consumer Cyclical · as of Jun 30, 2026High Point Wealth Management, LLC holds $71,780 across 2 Residential Construction names. PHM ranks #1 (61.6% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | PHM |
Pultegroup Inc/Mi/
This page
|
322 | $44,181 | |
| 2 | LEN |
Lennar Corp /New/
|
305 | $27,599 |
All Filings in PHM
Export CSV
3 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $44,181 | 322 | Shares | Sole | 2026-07-20 | |
| 2026-03-31 | $37,752 | 321 | Shares | Sole | 2026-04-08 | |
| 2025-12-31 | $37,523 | 320 | Shares | Sole | 2026-01-29 | |
| No filing history on record for this holder in this stock. | ||||||